Forum Discussion

rohampourmehr's avatar
rohampourmehr
Frequent Visitor
8 years ago
Solved

Power Bi Integration with Custom Salesforce Objects. ( Not Reports)

Is there way to inegrate Power BI with Custom Salesforce Objects using SOQL or a third party tool.
  • Anonymous's avatar
    Anonymous
    8 years ago

     

    rohampourmehr,

    According to my knowledge,  it is not possible to integrate Power BI with custom salesforce objects using SOQL.

    In your scenario, since you don’t want to connect to Salesforce report content pack which includes custom objects and fields in Power BI Service, you can create your own reports using Power BI Desktop. It's possible to connect to all Salesforce Objects, including custom objects and fields in this tool.  Once imported, you can create your own reports and upload them to a Power BI Service.

    Regards,
    Lydia

  • Anonymous's avatar
    Anonymous
    8 years ago

    rohampourmehr,

    The salesforce object connector in Power BI Desktop doesn't have 2000 rows limit. Using the connector in Power BI Desktop, you would need to build reports by yourself, after that, you can publish the report to Power BI Service and set schedule refresh for your dataset.

    Regards,
    Lydia

Anonymous's avatar
Anonymous
Not applicable
7 years ago

Anonymous 

Hi Lydia,

I am new to Power BI and currently I am trying to get the data from Salesforce objects. 

Could you please explain more on this "Using the connector in Power BI Desktop, you would need to build reports by yourself"?

How to create reports by object connector?

Kindly please assist

 

Thank you

Joyce

Anonymous's avatar
Anonymous
Not applicable
7 years ago

Hi,

To get data from Salesforce you should click Get Data in PBI Desktop > Search for Salesforce Objects in the connectors > Connect using Production (https://login.salesforce.com) or Custom URL > Login with Salesforce credentials (I'm not sure about the permissions you need to have for this user, but probably you will need to have API access enabled) > Select the objects you want to have in Power BI. 

Or in Query Editor use Salesforce.Data function (https://docs.microsoft.com/en-us/powerquery-m/salesforce-data) to retrieve a list of objects.

I'm not aware of any system requirements and considerations.